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Portfolio (Quarterly) Guide ↗

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

· CIK 0000920655
13F Portfolio $334M AUM 83 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 15 Added 20 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 BERKSHIRE HATHAWAY INC DEL 563 $283K 0.08% SOLD
2 ISTB ISHARES TR 5,769 $281K 0.08% SOLD
3 VMC VULCAN MATLS CO Basic Materials 714 $204K 0.06% SOLD
4 JPM JPMORGAN CHASE & CO. Financial Services 626 $202K 0.06% SOLD
Sector Allocation
Financial Services 25.4%
Technology 23.6%
Communication Services 21.7%
Healthcare 9.2%
Industrials 7.6%
Consumer Defensive 6.3%
Consumer Cyclical 6.2%